MFA

Mayflower Financial Advisors Portfolio holdings

AUM $796M
1-Year Est. Return 19.61%
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$741M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$7.18M
3
+$4.87M
4
CVX icon
Chevron
CVX
+$2.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.01M

Top Sells

1
+$6.23M
2
+$709K
3
+$579K
4
SUMO
Sumo Logic, Inc. Common Stock
SUMO
+$561K
5
YUMC icon
Yum China
YUMC
+$401K

Sector Composition

1 Consumer Discretionary 12.56%
2 Technology 11.15%
3 Healthcare 7.11%
4 Consumer Staples 6.84%
5 Utilities 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$462K 0.06%
2,047
-32
202
$460K 0.06%
+5,810
203
$451K 0.06%
12,274
+4
204
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8,692
205
$445K 0.06%
8,240
-48
206
$444K 0.06%
3,715
-753
207
$440K 0.06%
8,378
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208
$439K 0.06%
2,477
-15
209
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1,713
-18
210
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1
211
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17,201
+414
212
$422K 0.06%
1,700
+17
213
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8,291
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214
$414K 0.06%
1,915
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215
$413K 0.06%
3,639
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216
$412K 0.06%
3,507
217
$411K 0.06%
1,537
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218
$406K 0.05%
6,991
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219
$403K 0.05%
12,767
220
$399K 0.05%
13,406
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221
$395K 0.05%
11,571
-111
222
$394K 0.05%
6,649
-17
223
$384K 0.05%
3,138
-300
224
$383K 0.05%
+7,218
225
$376K 0.05%
5,119
+34
7 8
9
10 11